Activest Wealth Management
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1883134
AVENTURA, FL
Position in AOA
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$44,156
-$534 QoQ
Shares Held
499
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,156 | 499 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $44,690 | 499 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $43,981 | 499 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $41,616 | 499 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $38,173 | 499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,228 | 499 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $39,376 | 499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,315 | 499 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $36,656 | 499 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $34,455 | 499 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $31,681 | 499 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $31,731 | 499 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $29,885 | 499 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $34,401 | 499 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $36,337 | 499 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $34,835 | 499 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $35,254 | 499 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $33,398 | 499 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||